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    US ban on Chinese optical modules could disrupt AI supply chain
    9h 34min ago
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    9h 34min ago
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    9h 34min ago
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    9h 34min ago
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    9h 34min ago
    China auto exports shift from price wars to value wars
    9h 34min ago
    NEWS TAGGED GROWTH
    Thursday 6 August 2026
    CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities

    CHT Security posted strong results for the first half of 2026, with consolidated revenue rising 21% year-on-year to NT$1.182 billion...

    Thursday 6 August 2026
    GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains
    GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.
    Thursday 6 August 2026
    Second-tier foundries' repair rally lifts margins back to 30%
    The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
    Thursday 6 August 2026
    Parade sees steadier outlook despite margin pressure from memory costs

    Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed...

    Thursday 6 August 2026
    Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
    Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His...
    Thursday 6 August 2026
    Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance
    Nuvoton Technology is navigating weaker PC-related demand as memory shortages reshape global hardware orders, while cloud, AI, and security products gain momentum. The company said...
    Thursday 6 August 2026
    SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

    SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...

    Thursday 6 August 2026
    Auras Technology sees July 2026 revenue more than double on liquid cooling demand
    Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling...
    Thursday 6 August 2026
    Machvision July revenue hits record as AI and PCB demand strengthens
    Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The...
    Thursday 6 August 2026
    WD points to HAMR ramp and long-term contracts as pricing power builds
    At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
    Thursday 6 August 2026
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
    Thursday 6 August 2026
    DRAM price surge lifts Samsung and Micron as SK Hynix loses share
    Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...
    Wednesday 5 August 2026
    Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight

    Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month...

    Wednesday 5 August 2026
    Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand
    Furukawa Electric said on August 4 that it will invest approximately JPY100 billion (approx.US$630 million) in total to expand production capacity for optical fibers and optical fiber...
    Wednesday 5 August 2026
    LG Electronics posts strong second quarter as new businesses drive growth
    LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...
    1/178 pages
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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